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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,041 | $76,407-88.2% | $150,298-94.0% | $82,448-89.0% |
| Participation rate | 73.3% | 66.4%+6.9pp | 77.8%-4.4pp | 68.1%+5.3pp |
| Annual return | 21.51% | 39.99%-18.5pp | 62.79%-41.3pp | 41.64%-20.1pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,596 | $3,214-50.3% | $5,453-70.7% | $4,139-61.4% |
| Admin fee / account holder | $606 | $6,352-90.5% | $14,116-95.7% | $7,234-91.6% |